RIA Intel›Advisers›Florida›EAGLE ASSET MANAGEMENT INC

EAGLE ASSET MANAGEMENT INC

Advisory

N·ST. PETERSBURG, FL

Data as of Dec 19, 2024 · Source: SEC Form ADV

Total AUM

$60.7B

1-Year AUM Growth

+74.3%

3-Year CAGR

+14.2%

Employees

44

Assets Under Management

Total AUM$60.7B

Discretionary AUM$32.4B

Non-Discretionary AUM$28.3B

Discretionary %53.4%

Total Clients79,284

Team

Total Employees44

Investment Advisers77

Employee Growth (1Y)-18.5%

Filing History

Total Filings on Record53

First FilingApr 30, 2001

Latest FilingDec 19, 2024

🔒 Full AUM trend chart and 53 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EAGLE ASSET MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.